Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
August 14th, 2015
Are Open MEPs the Silver Bullet?
Bob Collie, chief research strategist with Russell Investments, is squarely among the camp of retirement plan experts who favor a determined expansion of the multiple employer plans system. He tells PLANADVISER fiduciary hurdles prevent wider use of the open MEP plan design, but he feels some additional regulatory guidance would bring unbridled enthusiasm about open MEPs.  Read more >
Research Expertise Can Boost Practice Performance
There are various reasons why advisers choose to hire on-staff research analysts and chief investment officers, says Kenton Shirk, associate director at Cerulli Associates, but many firms cite significant positive benefits after adding internal expertise. Most often, firms look to add these staffers as they look to scale up. Read more >
A Third Say Social Security Will Be Primary Retirement Income
An AARP survey released on the 80th Anniversary of Social Security finds 33% of workers feel the program will be the source of income they will rely on most during their retirement. It’s not exactly a savory proposition, given all we know about the steep cost of living in retirement. Read more >
Education About Tax Treatment and Fees Could Boost 401(k) Participation
IRS to Focus on Retirement Plan Distributions and 403(b) Plan Rules in 2019
Inertia Remains a Plan Sponsor Problem, Too
How Rising Interest Rates Affect Stable Value Funds
Open MEPs Could Create Many Opportunities for Advisers
Executive Benefits Provider Joins Lion Street Network
Executive benefits company Pen-Cal has become a Lion Street Owner-Firm in an effort to broaden Pen-Cal’s benefit plan offerings and expand its client base. Read more >
New Fund Release Roundup
This week’s new releases include a flexible alpha bond fund from Franklin Templeton, a new ESG tracking tool from Morningstar, and a series of alternative investments from American Century. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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